Verizon Communications Inc.
MX ˙ BMV ˙ US92343V1044
SecurityMX:VZ / Verizon Communications Inc.
InstitutionN.E.W. Advisory Services LLC
Latest Disclosed Ownership16,767 shares
Latest Disclosed Value $ 841,704
N.E.W. Advisory Services LLC reports 29.35% increase in ownership of VZ / Verizon Communications Inc.

On May 4, 2026 - N.E.W. Advisory Services LLC filed a 13F-HR form disclosing ownership of 16,767 shares of Verizon Communications Inc. (MX:VZ) valued at $841,704 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 12,963 shares of Verizon Communications Inc.. This represents a change in shares of 29.35% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 16,767 3,804 29.35 842 59.58 0.0629
2026-01-28 2025-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 12,963 690 5.62 528 -2.23 0.0390
2025-10-27 2025-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 12,273 1,004 8.91 539 10.68 0.0482
2025-08-18 2025-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 11,269 752 7.15 488 2.10 0.0473
2025-05-07 2025-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 10,517 226 2.20 477 16.06 0.0365
2025-01-24 2024-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 10,291 116 1.14 412 -9.87 0.0391
2024-10-31 2024-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 10,175 7 0.07 457 8.83 0.0450
2024-08-05 2024-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 10,168 -828 -7.53 419 -9.11 0.0452
2024-04-24 2024-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 10,996 959 9.55 461 21.96 0.0512
2024-02-06 2023-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 10,037 1,747 21.07 378 41.04 0.0457
2023-11-06 2023-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 8,290 -561 -6.34 269 -18.54 0.0382
2023-08-04 2023-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 8,851 2,869 47.96 329 41.81 0.0459
2023-05-10 2023-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 5,982 27 0.45 233 -0.85 0.0338
2023-02-13 2022-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 5,955 -2,837 -32.27 235 -29.94 0.0367
2022-11-14 2022-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 8,792 53 0.61 334 -24.60 0.0605
2022-08-01 2022-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 8,739 4,014 84.95 443 62.27 0.0775
2022-04-11 2022-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 4,725 -4,303 -47.66 273 -41.79 0.0517
2022-01-18 2021-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 9,028 2,002 28.49 469 23.42 0.0708
2021-10-13 2021-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 7,026 1,351 23.81 380 19.87 0.0619
2021-07-15 2021-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 5,675 950 20.11 317 15.69 0.0531
2021-04-14 2021-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 4,725 770 19.47 274 16.60 0.0514
2021-01-14 2020-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 3,955 3,955 235 0.0494
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.